Advisors
News updates, trends and analysis on financial advisors, investment advisors (RIAs), and financial planners (CFPs).
11 Predictions for Wealth Management in 2035: McKinsey
By Michael S. FischerFour business models are likely to prevail, the consultancy suggests.
February 06, 2026
Schwab Readies $5 Block-Trade FeeSchwab Advisor Services' per-account charge for certain trades, effective March 2, could affect advisors' bottom line.
February 05, 2026
Vanguard CEO Ramji Poaches From Goldman, BlackRock for Key RolesThe hiring spree highlights ambitions to grow the mainstay fund business while expanding into wealth and financial advice.
February 04, 2026
3 Keys to Courting CPAs, Attorneys to Boost ReferralsFinancial advisors get about 14% of new clients from referrals by other professionals, Cerulli finds.
February 04, 2026
Helping Advisors Turn AI Curiosity Into ApplicationThis year's T3 Conference will feature a full day of observing, thinking and doing around the emerging technology.
February 04, 2026
4 Tips for Advisors to Stand Out: MorningstarThey must build trust and act as partners, the researcher suggests, not simply focus on returns and risk.
February 04, 2026
UBS Profit Beat Overshadowed by Worries Over U.S. Wealth OutflowsPay changes helped spur about 200 advisors to leave, taking client funds with them.
February 03, 2026
Ex-Advisor Sentenced to 20 Years in Prison for $94M Ponzi SchemeAbout 25 Venezuelans applauded as a court official handcuffed Andrew Jacobus and escorted him away, the Miami Herald reported.